C.O.B. Tuesday
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C.O.B. Tuesday
C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, a...
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372 episoder
"Humanoid Robots Are The Ultimate TAM" – Martin Viecha, MV Motion Advisory
We are pleased to continue our COBT California Summer Series with today’s episode featuring Martin Viecha, Founder and Advisor at MV Motion Advisory....
"The Chinese Economy Is Built On Oil And They Are Dependent On Oil" – Giacomo Prandelli, The Merchant’s News
Today we had the pleasure of hosting Giacomo "Jack" Prandelli, Founder of The Merchant’s News Substack. The Merchant’s News covers oil, gas, LNG, meta...
"Permitting Can Really Strangle Our Country If We Don’t Fix It" – U.S. Senator Alan Armstrong
We are excited to share this Special Edition featuring Senator Alan Armstrong (R-OK). Senator Armstrong, alongside Senators Rick Scott (R-FL), Cynthia...
"Commercialization Is Really Around the Corner" – Dr. Michl Binderbauer, TAE Technologies
This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies’ facilities and spend time with the company’s...
"We Win on Innovation Ten Out Of Ten Times" – Dr. Rian Bahran, U.S. DOE Office of Nuclear Energy
With the recent wave of milestones across the U.S. nuclear sector, we were eager to better understand what these achievements mean for the future of a...
"Let The Water Flow Digitally As Well As Physically" – Adrianne Lopez, Dr. Scott Tinker, and Derek Tinker
Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produc...
"There’s Ubiquitous Levels of Data Out There" – Jeremy Fraenkel and Brennan Demro, Fundamental
Today we were thrilled to welcome Jeremy Fraenkel, CEO, and Brennan Demro, Chief Commercial Officer, of Fundamental. We had the opportunity to spend t...
"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs
Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sa...
"California Means to America What America Means to the World" – Steve Hilton, Candidate for Governor of California
Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California’s eco...
"We’ll Try to Become the First AI-Native Oil and Gas Company" – Karl Hersvik, Aker BP
Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period o...
"Two Conflicts In The Past Four Years… People Care About Energy Security" – Steven Kobos, Excelerate Energy
Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previ...
"China Just Keeps Extending Their Lead" – Marshall Carver, Tulane University
Today we were pleased to host Marshall Carver, Professor of Finance at Tulane University, who is currently in Beijing teaching students through a join...
"Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum
This week we had the exciting opportunity to travel to Anchorage, Alaska, to participate in the Fifth Annual Alaska Sustainable Energy Conference. The...
"RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute
Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest B...
"A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America
Today we were pleased to welcome Alfredo Álvarez, Industrial and Energy Leader at EY Latin America, for a wide-ranging discussion on the evolving ener...
"You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"
Today we had the pleasure of hosting Eyck Freymann, Hoover Fellow at Stanford University and author of Defending Taiwan: A Strategy to Prevent War wit...
"There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock
Today we greatly enjoyed hosting William Su, Head of Public Energy Equities and Director of Research & Portfolio Manager, Fundamental Equities, at Bla...
"California is on Life Support"– Michael Mische, USC
Today we were fortunate to visit with our good friend Michael Mische, Associate Professor of Management at the University of Southern California’s Mar...
"The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies
Today we were pleased to welcome Doug Lambert, Co-Founder and Chief Operating Officer of Saronic Technologies. Doug, alongside Dino Mavrookas (CEO), R...
"The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)
Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association’s (GCPA) Annual Spring Conference in Houston. Joining us...
"Russia Isn’t Interested In Any Fast Resolution Of The Hormuz Crisis" – Tatiana Mitrova, Center on Global Energy Policy
Today we greatly enjoyed hosting Dr. Tatiana Mitrova, Global Fellow at the Center on Global Energy Policy, Director of the New Energy Advancement Hub,...
"Things Are Happening Now That Make Absolutely No Rational Sense" - John Konrad, gCaptain
This week we were thrilled to welcome back Captain John Konrad, Founder and CEO of gCaptain and author of Fire on the Horizon. With the shipping situa...
"Cuba And The Rise Of The Miami Consensus" Featuring Sebastián Arcos, Florida International University
Like many of you, we have been following the recent developments in Cuba very closely. We were fortunate to sit down with Sebastián Arcos, Interim Dir...
Live from the Gulf of America with Deputy Secretary Kate MacGregor, Rep. Pete Stauber, and Mike Minarovic, Arena Energy
We are excited to share this on-the-road COBT featuring Deputy Secretary Kate MacGregor, Representative Pete Stauber, and Mike Minarovic, CEO of Arena...
"Imagine Iran Had Been Integrated Into The Modern World Instead Of Declaring War On The Modern World" With Dr. Dan Yergin
Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. Dan is a Pulitzer Prize-winning author,...
"The U.S. Military Is The Finest Military In The World" With Admiral Bill McRaven, Teddy Bunzel, George Bilicic, Lazard
Today we had the honor of welcoming three powerhouse guests from Lazard for an engaging discussion at the intersection of geopolitics, global security...
"Manufacturing Thrives On Certainty" Featuring Jay Timmons, National Association of Manufacturers
We are pleased to share this Special Edition with Jay Timmons, President and CEO of the National Association of Manufacturers (NAM). Jay has led NAM s...
"We’re Going To Have To Pay The Resilience Premium" Featuring Dr. Fiona Murray, MIT
Today we had the very exciting and interesting opportunity to visit with Dr. Fiona Murray, Professor of Entrepreneurship and Co-Director of the Innova...
"There’s Definitely An Acreage Grab Ongoing By The Majors" With Ruaraidh Montgomery, Welligence
We are pleased to share the final episode of our NAPE COBT series featuring Ruaraidh Montgomery, Head of Energy Trends & Analytics at Welligence Energ...
"The Market Has Really Flipped" Featuring Scott Richardson & Craig Lande, RBC
We are excited to continue our NAPE COBT series with Scott Richardson, Global Head of Energy Investment Banking at RBC, and Craig Lande, Managing Dire...
"Where Else Can You Get Rig Count To Decline 70% And Production To Increase 50%?" Featuring David Bat, Kimberlite
In recognition of NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activi...
"February 14 Is Valentine’s Day For Some, It’s 13F Day For Us" Featuring Bill Anderson, Evercore
Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm’s Activism/Raid Defense...
"Venezuela Hasn’t Been Explored For The Last 25 Years. They’ve Been Milking The Cow" With Ali Moshiri
We were honored this week to welcome Ali Moshiri, CEO and President of Amos Global Energy, for a Special Edition COBT focused on Venezuela. Ali is the...
"It’s Bad That Residential Prices Are Going Up, But What Would Be Worse Is If The Lights Go Out" With Jim Murchie, EIP
Today we were delighted to welcome Jim Murchie, Co-Founder, Co-Portfolio Manager, and CEO of Energy Income Partners (EIP). Prior to co-founding EIP, J...
"The Process Of Building Credibility To Deliver In This Space Is Grueling" Featuring Dr. Mike Laufer, Kairos Power
Today we had the pleasure of hosting Dr. Mike Laufer, Co-Founder and CEO of Kairos Power, for a robust nuclear-focused discussion. Kairos recently mar...
"2026 Is Going To Be A Really Big Year For Gigawatt-Scale Nuclear" Featuring Grant Isaac, Cameco
While at CIBC’s Annual Institutional Investor Conference in Whistler, we had the exciting opportunity to host Grant Isaac of Cameco for this Special E...
"We Want To Return To Being An Energy Superpower" Featuring David MacNaughton, CIBC
It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier...
"We’re In a Yes-And Environment" Featuring Neil Mehta, Carly Davenport, and Brian Singer, Goldman Sachs
Over the years, we have really enjoyed hosting the Goldman Sachs Research Team, and today we are thrilled to share this Special Edition featuring Neil...
"Our Founding Fathers Didn’t Think Politics Would Be A Profession" Featuring Governor Kevin Stitt, OK
Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering p...
"What If We’re In A World Where Oil Demand Keeps Growing?" Featuring Rob West, Thunder Said Energy
Today we had the pleasure of welcoming back Rob West, Founder and Lead Analyst at Thunder Said Energy, continuing our tradition of kicking off the yea...